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Kareo Help Center

Find and View a Charge

Open a charge summary to view patient demographics, insurance, procedures, and notes to and from the biller.

Access the Charges Window

Hover over the Billing icon on the top menu and click Charges. The Charges window opens.


Find a Charge

  1. Search for a charge two different ways:
    1. Use the filter options to narrow the list of charges.
    2. Enter the patient name or encounter number in the search box and select it from the auto-populated results.
  2. Click on the charge in the list to open it. The Charge window opens.


View Charge Details

  1. View patient demographics, Insurance, Provider, Procedure(s), and notes sent to and from the biller.
  2. Click OK when finished. The Charges window reopens.


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